Managing Principal, Anabatic Investment Partners LLC
Joined September 2015
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To put it mildly: “Many of Mr. Lewis’s books have elicited a similar line of critique: He spins a great yarn, but the world is more complicated than he presents it.” nytimes.com/2023/10/06/busin…
A run on an exchange??? Wow. The level of cult-capture and pure B.S. is just astounding.
Phil Ordway retweeted
It's official, this July was the hottest month in Phoenix on record, with an average temperature of 102.7°F. This beats the previous record of 99.1°F set back in August 2020 by 3.6°F. It was certainly a month for the record books.🌡 #azwx
Certainly looks like a funnel cloud trying to touchdown. Oak Brook looking south to Hinsdale. @NWSChicago
Hard to believe it's been a half decade of teaching the Asset Management Lab at Kellogg. I've learned a ton; I hope the students have learned a fraction as much. I want to give thanks to several people & share some materials that might be helpful.
linkedin.com/pulse/kellogg-a…
This DLR letter is really something. Great material for bizarro-world future edition of “Dear Chairman” @jeff_gramm
sec.gov/Archives/edgar/data/…
Phil Ordway retweeted
In a new episode @ElliotTurn, @pcordway, @mihaljevic discuss commercial real estate and the future of offices. They debate whether commercial real estate offers an opportunity for contrarian investors. Enjoy!
podbean.com/eas/pb-nq7nz-141…
Excellent interview with the late, great Sam Zell podcasts.apple.com/us/podcas…
Cc: @royalpratt
Billionaire real estate tycoon Sam Zell gave hundreds of millions to Chicago organizations over the years, with a particular commitment to the city’s arts scene and education. ow.ly/HSJZ50OsW26
The world lost a good one in Sam Zell. I owe him a debt of gratitude. A true original and a very loyal and generous man. RIP.
Phil Ordway retweeted
In our new episode, co-hosts @pcordway, @ElliotTurn, @mihaljevic discuss takeaways and lessons from the Berkshire Hathaway Annual Meeting 2023. Phil kicks off the episode with a personal recap of his trip to Omaha. Enjoy!
podbean.com/eas/pb-7xqhg-140…
Phil Ordway retweeted
In a new episode @ElliotTurn, @pcordway, @mihaljevic discuss the small-cap investment opportunity following a period of underperformance of small-cap versus large-cap stocks. Enjoy! podbean.com/eas/pb-nndqg-13f…
Phil Ordway retweeted
A very long thread from me follows.
cnn.com/style/article/piet-m…
Phil Ordway retweeted
On this day in 2019, I witnessed one of the coolest things ever in Argentina. This lenticular cloud lit-up by a setting sun over a glacier.
Phil Ordway retweeted
Our latest report, now out, is about stock-based compensation (SBC). We estimate SBC was about $270 billion in calendar year 2022 for companies in the U.S., or 6-8 percent of total compensation morganstanley.com/im/publica…
Hank Paulson: Lunch with the FT -- On China relations, the banking crisis, recession odds ft.com/content/a101d2c1-13b7…
Phil Ordway retweeted
In this episode, co-hosts @pcordway, @ElliotTurn, @mihaljevic discuss the research paper, "Overconfidence, Under-Reaction, and Warren Buffett's Investments", by John Hughes, Jing Liu, and Mingshan Zhang. The paper is available at papers.ssrn.com/sol3/papers.…
podbean.com/eas/pb-ixejn-13e…